05/22/2017
Technology: reshaping the future of wealth management
Advisors will have to be just as technologically empowered as any other consumer-facing business in order to compete.
Wealth and Asset Management
05/22/2017
Assets Rise At Julius Baer
Last year’s significant investments in attracting senior relationship managers started to accelerate net inflows to the middle of the 4-6% target range.
05/22/2017
Meet the Investment Influencers: UBS's James McGuire
Our regular video series continues
05/22/2017
Wealth boutique to launch online investment service
The service is set to launch next quarter and the portfolios will carry an all-in fee of 0.65% with no minimum investment.
05/22/2017
OCBC launches onshore private banking in Indonesia through local unit
The unit will leverage OCBC’s wealth management platform that draws on the combined product expertise of the bank
05/22/2017
Barclays set to create 100 jobs as it steps up private banking push
Move comes three years after lender aborted first expansion plan in private banking.
05/22/2017
Voting opens for Schroders UK Platform Awards 2017
The firm may use a single platform strategy while always being aware of suitability factors.
05/22/2017
Julius Baer assets under management swell at start of 2017
This increase was driven mainly by broadly equal improvements in the client-activity-driven and asset-based components of net commission and fee income
05/22/2017
Monaco-based private bank closes London arm
CMB Wealth was launched in 2015 by ex-Coutts investment director Julian Soper and Savio Figueredo, formerly a director at Barclays Wealth & Investment Management.
05/22/2017
AJ Bell grows revenues amid record new client sign-ups
Online investment platform AJ Bell has reported rapid growth in its revenues after it added almost 12,000 customers in the space of six months.
05/22/2017
Regional brokerage Wunderlich sold for $67M
In addition to significantly enhancing our wealth management business.
05/22/2017
Singapore poised to overtake Switzerland
Assets amounting to tens of billions of dollars of the European rich have left Switzerland.
05/20/2017
How the emerging affluent are preparing for future needs
It notes that increasing numbers of those who are wealthier in parts of Asia and Africa are losing out on savings as a result of an overly simplistic approach to their personal finances.
05/20/2017
UK fund houses fear spread of ‘Vanguard effect’
Retail launch of US giant’s cheap passive funds exerts downward pressure on fees
05/19/2017
Close Brothers Asset Management increases assets
The net interest margin and bad debt ratio both remained broadly stable on the first half.
05/19/2017
Middle East's best bank for wealth management 2017: Credit Suisse
The regional wealth management award goes to a firm with global breadth and expertise in this area
05/19/2017
Nikko AM NZ named Equity Fund Manager of the Year
Eligible funds must have been in place for at least the three previous years and be open to the public.
05/19/2017
The Ultimate Finance Boutique by Soumya Rajan
This could be the woman one day deciding how much a family office will invest with VC funds betting on Startup India
05/19/2017
Raymond James opens an office in Frankfurt am Main, Germany
The team will, in addition, provide services in the areas of capital market M&A and strategic advice.
05/19/2017
Gresham House Proposed Acquisition of Hazel Capital
The proposed acquisition, expected to complete in the third quarter of this year, is in line with Gresham House’s strategy to grow both organically and through acquisition